Institutional Ownership Invesco Currency Shares Japanese Yen Trust (FXY)
This table provides information about the institutional ownership of Invesco Currency Shares Japanese Yen Trust (FXY). We have compiled data on the 75 institutions that hold shares in the stock, with a total of 1.86 Million shares, which have been reported (via 13F filing form) to have a value of $121 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 18, 2024 Q2 2024 |
392
shares
|
$25,715
0.0% of portfolio
|
Q1 2024
New holding
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
380
shares
|
$24,927
0.04% of portfolio
|
Q3 2022
New holding
|
|
Wolff Wiese Magana LLC
|
Jul 12, 2024 Q2 2024 |
162
shares
|
$10,627
0.01% of portfolio
|
Q4 2023
New holding
|
|
North Star Investment Management Corp.
Chicago, IL |
Aug 05, 2024 Q2 2024 |
140
shares
|
$9,184
0.0% of portfolio
|
Q2 2024
Reduced 54.84%
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Aug 01, 2024 Q2 2024 |
113
shares
|
$7,412
0.0% of portfolio
|
Q2 2024
Reduced 99.07%
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
20
shares
|
$1,312
0.0% of portfolio
|
Q1 2024
New holding
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 09, 2024 Q2 2024 |
18
shares
|
$1,180
0.0% of portfolio
|
Q1 2024
New holding
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 31, 2024 Q2 2024 |
13
shares
|
$852
0.0% of portfolio
|
Q2 2024
Reduced 99.21%
|
|
New Square Capital LLC
|
Jul 23, 2024 Q2 2024 |
5
shares
|
$328
0.0% of portfolio
|
Q3 2022
Reduced 16.67%
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2024 Q2 2024 |
4
shares
|
$262
0.0% of portfolio
|
Q2 2022
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
Closed
|